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Bank of New York Mellon

1,616 hedge funds and large institutions have $63.7B invested in Bank of New York Mellon in 2025 Q3 according to their latest regulatory filings, with 205 funds opening new positions, 565 increasing their positions, 583 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more call options, than puts

Call options by funds: $ | Put options by funds: $

5% more funds holding

Funds holding: 1,5421,616 (+74)

0.46% less ownership

Funds ownership: 83.45%83% (-0.46%)

3% less repeat investments, than reductions

Existing positions increased: 565 | Existing positions reduced: 583

Holders
1,616
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
31
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$358M
Puts
$325M
Net Calls
Net Calls Change

Top Buyers

1 +$667M
2 +$228M
3 +$227M
4
Ameriprise
Ameriprise
Minnesota
+$222M
5
JP Morgan Chase
JP Morgan Chase
New York
+$119M

Top Sellers

1 -$303M
2 -$245M
3 -$167M
4
N
Nuveen
North Carolina
-$165M
5
Harris Associates
Harris Associates
Illinois
-$159M
Name Holding Trade Value Shares
Change
Change in
Stake
BIG
901
Brooklyn Investment Group
New York
$728K
VF
902
Virtu Financial
New York
$726K
CPIG
903
Chicago Partners Investment Group
Illinois
$725K
MGIA
904
Moneta Group Investment Advisors
Missouri
$721K
SRL
905
Scientech Research LLC
New Jersey
$721K
AIC
906
Argus Investors Counsel
New York
$712K
DW30
907
Drucker Wealth 3.0
New Jersey
$711K
KIM
908
Kane Investment Management
California
$706K
HKIM
909
Hayek Kallen Investment Management
Alabama
$701K
RCM
910
Radnor Capital Management
Pennsylvania
$701K
NAAA
911
New Age Alpha Advisors
New York
$699K
ACM
912
Advisors Capital Management
New Jersey
$697K
LIM
913
Leavell Investment Management
Alabama
$692K
SFO
914
Stenger Family Office
Illinois
$692K
Fisher Asset Management
915
Fisher Asset Management
Washington
$691K
WJWM
916
Williams Jones Wealth Management
New York
$687K
FNBTCON
917
First National Bank & Trust Co of Newtown
Pennsylvania
$685K
STB
918
S&T Bank
Pennsylvania
$677K
SLG
919
Stanley-Laman Group
Pennsylvania
$675K
TSW
920
Thompson Siegel & Walmsley
Virginia
$672K
OAM
921
Oppenheimer Asset Management
New York
$672K
SWA
922
Sax Wealth Advisors
New Jersey
$672K
Connor, Clark & Lunn Investment Management (CC&L)
923
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$670K
WA
924
Westfuller Advisors
New York
$668K
WF
925
Warner Financial
Maryland
$657K